Corporate Trust Sales Associate

Corporate Trust Sales Associate

At Odyssey Transfer and Trust Company, we do things differently. Our core mission is to provide peace of mind for our clients by making things simple, fast, and easy.

Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals:

• We Show Up for Each Other: We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package.
• We Build: “Outside the Box” is our playground. We’re not afraid to innovate and tackle tough problems – we’re here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team.
• We Get Stuff Done (GSD): We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action.
• We Do the Right Thing: We’re dependable, trustworthy, and proud of our professional standards.

Primary Responsibilities & Attitude

As a Sales Associate in Corporate Trust, you will play a key role within the Corporate Trust team. You will support senior business development officers by finding and qualifying prospects, preparing proposals and fee quotes, and guiding new clients through onboarding. You will be detail-oriented, highly organized, and confident working both independently and collaboratively. You’re excited about being part of a fast-paced, growing company.

You are responsible for:

Prospecting and pipeline

• Research and identify prospects: issuers, law firms, underwriters, funds and M&A advisors that need trustee, escrow or agency services.
• Track new bond issues, M&A deals and financings to spot opportunities early.
• Run outbound outreach by email, phone and LinkedIn to book meetings for senior officers.
• Keep the CRM accurate: contacts, activity, deal stages and expected close dates.

Sales support

• Prepare pitch materials, RFP responses, proposals and fee schedules with senior officers.
• Join client calls and meetings, take notes and own follow-ups.
• Produce weekly pipeline and activity reports.
• Represent Odyssey Trust at industry conferences and events.

Client onboarding

• Coordinate KYC and account-opening documents with new clients and Compliance.
• Hand off new mandates to Operations and Legal with a complete deal summary.
• Check in with new clients after closing to confirm service and find further business.

Required qualifications

• Bachelor's degree in finance, business, economics or a related field.
• 0–2 years in sales, business development, client service or a financial services internship.
• Strong written and verbal communication; comfortable with cold outreach.
• Organized, with attention to detail and reliable follow-through.
• Proficient in Excel, PowerPoint and Word.
• Interest in capital markets, lending and how deals get done.

Preferred qualifications

• Exposure to corporate trust, escrow, transfer agency, banking or law firm work.
• Basic understanding of bonds, loans and M&A transactions.
• Experience with a CRM such as Salesforce or HubSpot, and LinkedIn Sales Navigator.

What We Offer:

Collaborative Culture: Be part of a supportive team environment that values innovation, continuous improvement, and knowledge sharing.

Comprehensive Benefits: Access a full range of benefits including health and dental insurance, life and AD&D coverage, long-term disability, an employee assistance program, a $500 health savings account, and a competitive 401(k) match.

Paid Time Off: Vacation, Sick Days

We appreciate all applicants for their interest in this opportunity. Please note that only those selected for an interview will be contacted.

We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.